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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,861 | $160,059-81.3% | $140,019-78.7% | $135,379-77.9% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -5.62% | 911.44%-917.1pp | 651.15%-656.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $2,157 | $6,420-66.4% | $5,605-61.5% | $4,779-54.9% |
| Participant deferral / active EE | $2,673 | $7,641-65.0% | $6,927-61.4% | $5,609-52.4% |
| Admin fee / account holder | $5,826 | $13,328-56.3% | $10,705-45.6% | $10,828-46.2% |